LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$810M
AUM Growth
+$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
693
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.41M
3
+$1.15M
4
T icon
AT&T
T
+$929K
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$893K

Top Sells

1
+$1.32M
2
+$1.12M
3
+$810K
4
WBK
Westpac Banking Corporation
WBK
+$586K
5
KS
KapStone Paper and Pack Corp.
KS
+$524K

Sector Composition

1 Technology 18.1%
2 Financials 15.94%
3 Healthcare 12.16%
4 Communication Services 7.92%
5 Consumer Discretionary 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$667K 0.08%
6,814
+110
277
$667K 0.08%
3,094
-25
278
$667K 0.08%
17,705
+840
279
$665K 0.08%
6,510
+92
280
$661K 0.08%
7,586
281
$659K 0.08%
27,325
+46
282
$658K 0.08%
5,156
+3
283
$657K 0.08%
4,503
+120
284
$652K 0.08%
4,690
+73
285
$649K 0.08%
12,528
+2,933
286
$648K 0.08%
134,201
-6,647
287
$648K 0.08%
17,472
+483
288
$648K 0.08%
13,245
+3,585
289
$639K 0.08%
19,344
+266
290
$638K 0.08%
4,147
-3
291
$638K 0.08%
15,747
-2,035
292
$637K 0.08%
2,148
+32
293
$636K 0.08%
14,587
-260
294
$634K 0.08%
132,585
+3,988
295
$633K 0.08%
6,847
-27
296
$632K 0.08%
8,440
-124
297
$630K 0.08%
15,776
+247
298
$629K 0.08%
18,680
-716
299
$625K 0.08%
7,109
+380
300
$623K 0.08%
803
+8
10 11
12
13 14